HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 WISDOMTREE TR |
891,008 | +26,313 | $51,064 |
| DGRW | 891,008 | +26,313 | $51,064 |
| J P MORGAN EXCHANGE TRADED F (JCPB) |
475,538 | -9,674 | $22,845 |
| JCPB | 475,538 | -9,674 | $22,845 |
| SSGA ACTIVE ETF TR (TOTL) |
529,521 | -26,697 | $22,335 |
| TOTL | 529,521 | -26,697 | $22,335 |
| WISDOMTREE TR |
493,402 | -4,140 | $22,060 |
| AGGY | 493,402 | -4,140 | $22,060 |
| APPLE INC |
108,732 | -967 | $14,865 |
| AAPL | 108,732 | -967 | $14,865 |
| VANGUARD INDEX FDS (VUG) |
59,371 | +2,091 | $13,233 |
| VUG | 59,371 | +2,091 | $13,233 |
| INVESCO ACTIVELY MANAGED ETF (GTO) |
274,341 | -14,729 | $13,210 |
| GTO | 274,341 | -14,729 | $13,210 |
| WISDOMTREE TR |
247,802 | +27,145 | $12,472 |
| USFR | 247,802 | +27,145 | $12,472 |
| COLGATE PALMOLIVE CO |
153,465 | +426 | $12,298 |
| CL | 153,465 | +426 | $12,298 |
| WISDOMTREE TR |
184,097 | +7,009 | $10,880 |
| DLN | 184,097 | +7,009 | $10,880 |
| SELECT SECTOR SPDR TR (XLV) |
65,973 | +2,263 | $8,460 |
| XLV | 65,973 | +2,263 | $8,460 |
| MICROSOFT CORP |
29,795 | -170 | $7,652 |
| MSFT | 29,795 | -170 | $7,652 |
| SELECT SECTOR SPDR TR (XLI) |
87,134 | +4,514 | $7,610 |
| XLI | 87,134 | +4,514 | $7,610 |
| SELECT SECTOR SPDR TR (XLF) |
239,603 | +17,113 | $7,536 |
| XLF | 239,603 | +17,113 | $7,536 |
| SPDR SER TR (MDYG) |
99,663 | +2,210 | $6,075 |
| MDYG | 99,663 | +2,210 | $6,075 |
| SELECT SECTOR SPDR TR (XLK) |
45,612 | +1,363 | $5,798 |
| XLK | 45,612 | +1,363 | $5,798 |
| INDEXIQ ACTIVE ETF TR (MMIT) |
235,972 | +3,744 | $5,727 |
| MMIT | 235,972 | +3,744 | $5,727 |
| JOHNSON & JOHNSON |
30,963 | +1,001 | $5,496 |
| JNJ | 30,963 | +1,001 | $5,496 |
| SPDR SER TR (MDYV) |
77,042 | +1,504 | $4,661 |
| MDYV | 77,042 | +1,504 | $4,661 |
| SELECT SECTOR SPDR TR (XLC) |
75,827 | +75,577 | $4,115 |
| XLC | 75,827 | +75,577 | $4,115 |
| FIRST TR EXCH TRADED FD III (FMB) |
75,233 | -7,750 | $3,808 |
| FMB | 75,233 | -7,750 | $3,808 |
| MERCK & CO INC |
36,863 | -2,099 | $3,386 |
| MRK | 36,863 | -2,099 | $3,386 |
| SPDR SER TR (SLYG) |
43,270 | +1,210 | $3,051 |
| SLYG | 43,270 | +1,210 | $3,051 |
| UNITEDHEALTH GROUP INC |
5,297 | +391 | $2,721 |
| UNH | 5,297 | +391 | $2,721 |
| ISHARES TR (IHI) |
53,605 | +2,504 | $2,704 |
| IHI | 53,605 | +2,504 | $2,704 |
| PROCTER AND GAMBLE CO |
18,631 | +1,076 | $2,679 |
| PG | 18,631 | +1,076 | $2,679 |
| AMAZON COM INC |
24,671 | +23,408 | $2,620 |
| AMZN | 24,671 | +23,408 | $2,620 |
| SPDR SER TR (SLYV) |
35,602 | +1,359 | $2,578 |
| SLYV | 35,602 | +1,359 | $2,578 |
| FIRST TR EXCHANGE TRADED FD (SKYY) |
37,228 | +8,272 | $2,453 |
| SKYY | 37,228 | +8,272 | $2,453 |
| EXXON MOBIL CORP |
27,175 | -1,784 | $2,328 |
| XOM | 27,175 | -1,784 | $2,328 |
| SCHWAB STRATEGIC TR |
51,929 | -1,883 | $2,295 |
| SCHB | 51,929 | -1,883 | $2,295 |
| AIM ETF PRODUCTS TRUST (AZBA) |
87,318 | +87,318 | $2,210 |
| AZBA | 87,318 | +87,318 | $2,210 |
| COCA COLA CO |
33,038 | +1,589 | $2,092 |
| KO | 33,038 | +1,589 | $2,092 |
| COSTCO WHSL CORP NEW |
4,232 | +164 | $2,029 |
| COST | 4,232 | +164 | $2,029 |
| BRISTOL MYERS SQUIBB CO |
24,875 | +521 | $1,928 |
| BMY | 24,875 | +521 | $1,928 |
| VISA INC |
9,613 | +27 | $1,892 |
| V | 9,613 | +27 | $1,892 |
| VANGUARD MUN BD FDS (VTEB) |
34,085 | +15,076 | $1,702 |
| VTEB | 34,085 | +15,076 | $1,702 |
| ALPHABET INC |
776 | UNCH | $1,691 |
| GOOGL | 776 | UNCH | $1,691 |
| SCHWAB STRATEGIC TR |
28,435 | +4 | $1,649 |
| SCHG | 28,435 | +4 | $1,649 |
| PEPSICO INC |
9,301 | +676 | $1,550 |
| PEP | 9,301 | +676 | $1,550 |
| AUTOMATIC DATA PROCESSING IN |
7,318 | +150 | $1,544 |
| ADP | 7,318 | +150 | $1,544 |
| PIMCO ETF TR (MINT) |
15,540 | +755 | $1,540 |
| MINT | 15,540 | +755 | $1,540 |
| HOME DEPOT INC |
5,581 | +383 | $1,530 |
| HD | 5,581 | +383 | $1,530 |
| JPMORGAN CHASE & CO |
12,378 | +1,205 | $1,394 |
| JPM | 12,378 | +1,205 | $1,394 |
| PFIZER INC |
25,809 | -1,935 | $1,353 |
| PFE | 25,809 | -1,935 | $1,353 |
| WALMART INC |
10,001 | -391 | $1,216 |
| WMT | 10,001 | -391 | $1,216 |
 BERKSHIRE HATHAWAY INC DEL |
$1,033 | ||
| BRK.B | 3,782 | +71 | $1,033 |
| PUBLIC SVC ENTERPRISE GRP IN |
15,410 | UNCH | $975 |
| PEG | 15,410 | UNCH | $975 |
| ABBOTT LABS |
7,815 | +262 | $849 |
| ABT | 7,815 | +262 | $849 |
| MCDONALDS CORP |
3,376 | +289 | $833 |
| MCD | 3,376 | +289 | $833 |
See Full List: All Stocks Held By Prestige Wealth Management Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Prestige Wealth Management Group LLC
|
Size ($ in 1000's)
At 06/30/2022: $368,755 At 03/31/2022: $406,358 Prestige Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prestige Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings |
